Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bluerock Acquisition Corp.BLRK · Entity 6197 | Director · CEO and Chairman · 10% owner | January 23, 2026 | January 24, 2026 |
| Bluerock Acquisition Corp. IIBRRK · Entity 183692 | Director · CEO and Chairman · 10% owner | September 24, 2026 | September 24, 2026 |
| Bluerock High Income Institutional Credit FundIIMAX · Entity 32982 | Director | March 02, 2022 | March 11, 2022 |
| Bluerock Homes Trust, Inc.BHM · Entity 6786 | Director · Chairman and CEO | August 13, 2026 | August 14, 2026 |
| Bluerock Private Real Estate FundBPRE · Entity 9002 | Director | October 12, 2026 | October 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bluerock Acquisition Corp.
Report date January 23, 2026 · Filed January 24, 2026
Jointly reported with Bluerock Acquisition Holdings, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table I · non-derivative | Direct | 5,655,000 |
Reported balance
After 2026-01-23 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-01-23 · Other · Disposed 35,000 · Balance 5,655,000 F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. |
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | 5,655,000 |
Reported balance
After 2026-01-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-23 · Other · Disposed 35,000 · Balance 5,655,000 F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date. F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share. F3: The Sponsor is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH") is the managing member of the Sponsor. Bluerock Enterprise Holdings, LP ("Bluerock Enterprise") is the sole member of BEH. Bluerock Holdings Manager, Inc. ("Bluerock Manager") is the general partner of Bluerock Enterprise. Ramin Kamfar controls Bluerock Manager and has voting and investment discretion with respect to the securities held of record by the Sponsor. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Ordinary Shares are automatically convertible into the Issuer's Class A Ordinary Shares at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights, and have no expiration date.
F2: On January 23, 2026, Bluerock Acquisition Holdings, LLC (the "Sponsor") transferred 35,000 Class B Ordinary Shares of the Issuer to Ziv Conen for $0.003 per share.
F3: The Sponsor is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH") is the managing member of the Sponsor. Bluerock Enterprise Holdings, LP ("Bluerock Enterprise") is the sole member of BEH. Bluerock Holdings Manager, Inc. ("Bluerock Manager") is the general partner of Bluerock Enterprise. Ramin Kamfar controls Bluerock Manager and has voting and investment discretion with respect to the securities held of record by the Sponsor.
Bluerock Acquisition Corp. II
Report date September 24, 2026 · Filed September 24, 2026
Jointly reported with Bluerock Acquisition Holdings II, LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Ordinary SharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-09-24 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-297691) (the "Registration Statement") and have no expiration date. The Class B ordinary shares beneficially owned by the Reporting Persons include up to 790,541Class B ordinary shares subject to forfeiture to the Issuer depending on the extent to which the underwriter's over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement. F2: Bluerock Acquisition Holdings II, LLC (the "Sponsor") is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH Holdings") is the managing member of the Sponsor. Ramin Kamfar controls BEH Holdings and has voting and investment discretion with respect to the securities held of record by the Sponsor. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares are convertible for the Issuer's Class A ordinary shares as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-297691) (the "Registration Statement") and have no expiration date. The Class B ordinary shares beneficially owned by the Reporting Persons include up to 790,541Class B ordinary shares subject to forfeiture to the Issuer depending on the extent to which the underwriter's over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement.
F2: Bluerock Acquisition Holdings II, LLC (the "Sponsor") is the record holder of the securities reported herein. BEH SPAC Holdings, LLC ("BEH Holdings") is the managing member of the Sponsor. Ramin Kamfar controls BEH Holdings and has voting and investment discretion with respect to the securities held of record by the Sponsor.
Bluerock High Income Institutional Credit Fund
Report date March 02, 2022 · Filed March 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2022-03-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Bluerock Homes Trust, Inc.
Report date August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 1,249,736 |
Reported balance
After 2026-08-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-13 · Grant · Acquired 17,606 · Balance 1,249,736 F1: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents long-term incentive plan units ("LTIP Units") issued in partial satisfaction of the Issuer's Base Management Fee obligation to Bluerock Homes Manager, LLC (the "Manager") for the second quarter of 2026 and in satisfaction of the Manager's reimbursement obligation to its affiliate, Bluerock Real Estate Holdings, LLC ("BREH"), for a portion of the salary payable by BREH to the Reporting Person for the quarter ending June 30, 2026 for services provided to the Manager in the Reporting Person's capacity as Chief Executive Officer thereof. These LTIP Units were fully vested upon issuance, and may convert to OP Units upon reaching capital account equivalency with the OP Units held by the Issuer, and may then be redeemed for cash or, at the option of the Issuer and after a one year holding period (including any period during which the LTIP Units were held), settled in shares of the Issuer's Class A common stock on a one-for-one basis.
Bluerock Private Real Estate Fund
Report date October 12, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 1,986,015 |
Reported balance
After 2026-10-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-12 · Purchase · Acquired 158,984 · Balance 1,986,015 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F2: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.87 to $13.15. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 2,096,979 |
Reported balance
After 2026-10-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-13 · Purchase · Acquired 110,964 · Balance 2,096,979 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F3: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $12.95. |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectShares purchased through an entity controlled by the Reporting Person | 2,254,640 |
Reported balance
After 2026-10-14 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-14 · Purchase · Acquired 157,661 · Balance 2,254,640 F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC). F4: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.82 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased through an entity controlled by the Reporting Person (Bluerock Asset Management, LLC).
F2: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.87 to $13.15.
F3: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.80 to $12.95.
F4: The price reported is a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $12.55 to $12.82
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bluerock Residential Growth REIT, Inc.
Report date October 05, 2022 · Filed October 08, 2022
Section 16 reporting ended · disclosed 2022-10-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, Par Value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-10-06 · Other · Disposed 5,810 · Balance 0 F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person. |
| Class C Common Stock, Par Value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-10-06 · Other · Disposed 41,979 · Balance 0 F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person. |
| OP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2022-10-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-10-05 · Other · Disposed 1,956 · Balance 0 F2: Represents common units ("Common Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as general partner on October 5, 2022. Effective October 5, 2022, redemptions of Common Units were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These Common Units were owned by affiliates or family members of the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 314,063 |
Reported balance
After 2022-10-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-10-05 · Other · Disposed 65 · Balance 314,063 F3: Represents long-term incentive plan units ("LTIP Units") in the Operating Partnership. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units are owned by family members of the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 237,357 |
Reported balance
After 2022-10-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-10-05 · Other · Disposed 76,706 · Balance 237,357 F4: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units were owned by Bluerock Real Estate LLC, which is majority-owned by the Reporting Person. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-10-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-10-05 · Other · Disposed 237,357 · Balance 0 F5: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects securities disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2021, by and among Bluerock Residential Growth REIT, Inc. (the "Company"), Badger Parent LLC ("Parent") and Badger Merger Sub LLC ("Merger Sub"), a copy of which is filed as Exhibit 2.1 to the Company's Current Report on Form 8-K filed with the Securities and Exchange Commission (the "SEC") on December 21, 2021. Pursuant to the Merger Agreement, on October 6, 2022 (the "Effective Time"), the Company merged with and into Merger Sub, with Merger Sub surviving, and the separate existence of the Company ceased. At the Effective Time, each issued and outstanding share of common stock of the Company was automatically converted into the right to receive $24.25 in cash, (the "Merger Consideration"), without interest. These shares were owned by Bluerock Real Estate LLC or its affiliates which are owned by the Reporting Person.
F2: Represents common units ("Common Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Company was the general partner until its withdrawal as general partner and the admission of Bluerock Homes Trust, Inc. ("BHM") as general partner on October 5, 2022. Effective October 5, 2022, redemptions of Common Units were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These Common Units were owned by affiliates or family members of the Reporting Person.
F3: Represents long-term incentive plan units ("LTIP Units") in the Operating Partnership. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units are owned by family members of the Reporting Person.
F4: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock. These LTIP Units were owned by Bluerock Real Estate LLC, which is majority-owned by the Reporting Person.
F5: Represents LTIP Units. Effective October 5, 2022, redemptions of Common Units (into which LTIP Units are convertible) were no longer able to be settled by the Operating Partnership in shares of the Company's Class A common stock and became able to be settled in shares of BHM Class A common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 23, 2015 Filed Aug 23, 2018 22:30 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | OtherClass A Common Stock | 3,382.596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-046125 · tv501617_5.xml · nonDerivative · entry 2 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 14,763 F1 · price: These transactions were the result of the automatic conversion of shares of Class B-1, B-2 and B-3 Common Stock into shares of Class A Common Stock on the dates indicated. F2 · ownership.nature: These shares are owned by BER Holdings, LLC and indirectly by Mr. Kamfar as owner of BER Holdings, LLC. Read SEC document |
| March 23, 2015 Filed Aug 23, 2018 22:30 UTC | Bluerock Residential Growth REIT, Inc. BRG · Entity 116907 | OtherClass B-1 Common Stock | 3,382.596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001144204-18-046125 · tv501617_5.xml · nonDerivative · entry 1 KAMFAR RAMIN · CIK 0001111908 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: These transactions were the result of the automatic conversion of shares of Class B-1, B-2 and B-3 Common Stock into shares of Class A Common Stock on the dates indicated. F2 · ownership.nature: These shares are owned by BER Holdings, LLC and indirectly by Mr. Kamfar as owner of BER Holdings, LLC. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.